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Sundaram LT MC Tax Advantage Fund-Sr.III (G)

ELSS • CLOSE
NAV as of May 22, 2026
₹34.78
1 day change
Returns since inception
14.00%
CAGR
AUM (Fund size)
₹63 Cr
NAV: ₹ 34.78
as on May 22, 2026
Sundaram LT MC Tax Advantage Fund-Sr.III (G)

Sundaram LT MC Tax Advantage Fund-Sr.III (G) Overview

AUM (Fund size) ₹ 63 Cr
Expense ratio 1.40 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period 10 Days
Benchmark Nifty Smallcap 100 TRI
Min. investment SIP: ₹100    Lumpsum: ₹500
Age 9 yrs 9 m since Aug 08, 2016
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Industrial Products
13.16%
Banks
10.89%
Consumer Durables
9.84%
Finance
8.64%
Healthcare Services
7.60%

Top Holdings

Aster DM Health. 7.60%
TREPS 5.30%
KSB 4.90%
Affle 3i 4.89%
Angel One 4.69%
Safari Inds. 4.47%
CSB Bank 4.09%
MTAR Technologie 3.87%
Ujjivan Small 3.68%
Equitas Sma. Fin 3.12%

Scheme Information

Sundaram LT MC Tax Advantage Fund-Sr.III (G) was launched on 08/08/2016. The fund manages ₹63 Cr in assets. Its current expense ratio is 1.40%.

Fund Manager: Rohit Seksaria

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FAQs on Sundaram LT MC Tax Advantage Fund-Sr.III (G)

The current expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.III (G) is 1.40%.

The AUM of Sundaram LT MC Tax Advantage Fund-Sr.III (G) is ₹63 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram LT MC Tax Advantage Fund-Sr.III (G) allows both SIP and lump sum investments.

The latest NAV is ₹34.78.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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